LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

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LexisNexis Total Practice Advantage 9.0 Commonly Used Features New Matter Intake Wizard Screen Elements The fields and buttons on each screen of the wizard are described in the following tables. Note: Required fields are indicated by an asterisk (*). Introduction Commonly Used Features Commonly Used Features Commonly Used Features Commonly Used Features Screen Element MatterRef* MatterNo Court County Code Billable Do not use this wizard again Description The name by which this Matter will be referred to throughout the application. By default, this is a required field. The number your firm assigns to the Matter. On the Matter form, this field can be populated with an automatically generated number. You can set up automatic numbering using Matter Form Settings in Program Level Setup. The court handling the Matter. Depending on the Classification Code selected, this field's label might be different. The county of the real estate Matter. Depending on the Classification Code selected, this field's label might be different. Select a Classification Code from the drop-down list or click the Lookup button to select up to five codes that apply to the Matter. The code you select should describe the type of Matter you are creating, such as a Bankruptcy case or a Real Estate transaction. The Form Style associated with the code you select (or the first code in the field, if multiple codes are selected) applies to the record form, which might modify field labels and formats. Note: The Classification Code you select might modify the labels of some fields in the wizard. For example, selecting the code for Real Estate could change the Court field label to “County”, and the Plaintiff and Defendant field labels to “Buyer” and “Seller”. Indicates that you can create bills based on the Matter. To create bills for a Matter, the Matter must be marked Billable and your Billing Method must be either "Billing" or "Contact-Matter Billing". The "Do not use this wizard again" check box is positioned on each page of the wizard. The New Matter Intake wizard is used to add new Matters by default. If you choose to use the Matter form to add new Matters instead of the wizard, then select this check box. The wizard may be enabled again at a later time. 46 Contact and Matter Management - Creating Contacts and Matters
LexisNexis Total Practice Advantage 9.0 Parties screen Screen Element Staff Plaintiff Defendant Buyer Seller Client Contact and Other Screens Screen Element Pri Contact Firm Address City Tel/Fax App Atty Description The Staff to which the Matter is assigned. Select a Staff from the drop-down list or click the Lookup button to select multiple Staff if more than one is assigned to the Matter. The name of the plaintiff in a legal Matter. You can click the Lookup button to select a plaintiff from your Contact list. Depending on the Classification Code selected, this field's label might be different. The name of the defendant in a legal Matter. You can click the Lookup button to select a defendant from your Contact list. Depending on the Classification Code selected, this field's label might be different. The name of the buyer in a real estate Matter.You can click the Lookup button to select a buyer from your Contact list. Depending on the Classification Code selected, this field's label might be different. The name of the seller in a real estate Matter. You can click the Lookup button to select a seller from your Contact list. Depending on the Classification Code selected, this field's label might be different. The name of the person for whom you are doing work on this Matter. Type the client's name in the field or click the Lookup button to select the client from the Contact list. Description The name of the primary contact associated with the Matter. Usually this is the same as the Client. You can click the Lookup button to select a Contact from your Contact list. Address, phone and fax information from the selected Contact will populate the respective fields on the screen. The name of the Contact's employer. The street address of the Contact's employer. This includes two fields to accommodate addresses that require multiple lines. The label for a set of three fields: City, State, and Zip Code. Fields that store telephone and fax numbers for a Contact. The name of the opposing attorney in a legal Matter. You can click the Lookup button to select a Contact from your Contact list. Address, phone and fax information from the selected Contact will populate the respective fields on the screen. Depending on the Classification Code selected, this field's label might be different. Commonly Used Features Commonly Used Features Commonly Used Features Commonly Used Features Commonly Used Features Contact and Matter Management - Creating Contacts and Matters 47
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Index A Accessing Guided Search For
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